Go-live Checklist
Practical checklist to launch Wroups: Inbox & Engage with confidence.
Use this checklist before inviting your full team.
1) WhatsApp channel readiness
- Business number connected
- Connection status verified
- Templates approved for outbound notifications
- Quick replies added for repetitive support requests
2) Inbox operations
- Routing and assignment rules defined
- SLA expectations documented (first response and resolution targets)
- Escalation ownership clear for complex conversations
- Team knows how to use tags and notes consistently
3) Workflow automation
- Top 3 repetitive intents mapped
- Workflow triggers and conditions reviewed
- Safe fallback path to human agents configured
- Internal notifications and actions validated
4) Audience data quality
- Contact fields reflect your business process
- Core tags standardized (priority, lifecycle, issue type)
- Segments created for high-value and at-risk customers
5) Measurement and review
- Baseline metrics documented before launch
- Weekly review cadence in place
- Owner assigned for optimization backlog
Success signal in week one
You should already see:
- Better team visibility on conversation ownership
- More consistent replies using templates and saved responses
- Fewer missed follow-ups due to centralized inbox operations